+296.6%
RKLB vs LIN
+63.8%
+232.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.0% | +9.9% | +10.3% |
| 7D | +13.0% | +0.1% | +12.9% | +12.8% |
| 30D | -13.7% | +7.6% | -21.3% | -18.3% |
| 3M | -28.9% | +6.5% | -35.5% | -32.5% |
| 6M | -44.2% | +6.2% | -50.4% | -47.7% |
| YTD | -15.6% | +23.2% | -38.9% | -31.0% |
| 1Y | +14.0% | +25.4% | -11.4% | -8.3% |
| 3Y | +1,275.2% | +38.3% | +1,236.9% | +900.5% |
| 5Y | +296.6% | +64.4% | +232.2% | +140.0% |
| All | +296.6% | +63.8% | +232.9% | +140.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LIN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling